It is an honor for the ClientWise Business Builders Academy™ to be mentioned in the Practice Management Program category. Thank you Michael Kitces and Kitces.com! To learn more about the ClientWise Business Builders Academy™ click here https://lnkd.in/gJENSP_T #Workshop #FinancialAdvisorCoach #ClientWise #BBA #BusinessBuildersAcademy
We've put together our list of "Best Conferences For Financial Advisors in 2025!", and be certain to take advantage of discount codes that several conferences have offered to Nerd's Eye View readers! https://bit.ly/48pjwxB -Best Overall Financial Planning Conference: Financial Planning Association (FPA) NorCal 2025 -Best Technology Conference: T3 Technology Tools for Today Advisor Conference 2025 -Best Advanced Tax Planning Conference: PFP Track At AICPA ENGAGE 2025 -Best Advisor Marketing: Snappy Kraken's Jolt -Best For New Financial Planners: Financial Planning Association (FPA) NexGen 2025 -Best Conference Experience: Future Proof Festival 2025 -Best Business Management Conferences: Limitless Advisor Coaching, ClientWise LLC Business Builders Academy 2025, Bob Veres' Insider's Forum 2025, Future Proof Retreat 2025, DeVoe & Company Elevate 2025, The Ensemble Practice G2 Leadership Institute, Bill Bachrach, CSP, CPAE's AdvisorRoadmap Virtual Training Platform -Up-and-Coming Conferences: SWAY | LIVE 2025 Sheri Fitts, Retirement Tax Services Summit 2025, Financial Planning AdviseAI 2025, Future Proof Citywide 2025